Family member relationship
Two things here...
1) When a client's marital status is Life Partner, the basic info at the top of their profile lists them as "Married to" when they are not actually married, hence being life partners. So...
2) In the family member section, can we have a relationship that is Life Partner, but that has the family member stay in the spouse position?
Anonymous
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Abe Lincoln commented
Still waiting for this feature. Would be very helpful to choose "partnered to" rather than "married to" for all kinds of clients, especially ones in the LGBTQ+ community
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Kristen Crouthamel
commented
AGREE! As stated in other "marital status" requests, the only way their partner shows up in the basic contact bar at the top is if you "marry" them with a "married" status. It would be nice to say in the contact status bar at the top, "Engaged to" or "life partner of" or "domestic partner of" and I would like to add "Significant Other" to the marital status list as well. So that, if selected, then the contact status bar at the top would be "Signification other of Bob Smith", for example. Or Engaged to "Mary Smith", and visa versa.